Senior Market Strategist

Aprio

Senior Market Strategist at Aprio driving market communication and investment analysis. Collaborating with the CIO to enhance portfolio decisions in Wealth Management.

Posted 7/29/2026full-timeAtlanta • 🇺🇸 United StatesSenior💰 $200,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive investment experience with a strong focus on macroeconomic analysis, portfolio construction, and effective communication with advisors and clients. Proficient in producing high-quality investment content and managing private investment due diligence.

Highest-signal resume keywords

10+ Years Investment ExperienceMacroeconomic AnalysisClient-Facing Communication SkillsPrivate Investment DiligenceCFA Charter Holder

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio CommunicationInvestment PresentationsMarket UpdatesInvestment MonitoringPortfolio Construction

Soft Skills

Problem SolvingClear CommunicationAdaptability in Volatile Markets

Tools & Technologies

BloombergFactSetAI Productivity Tools

Certifications & Qualifications

CFA CharterMBA

Industry Keywords

Institutional Asset ManagementFamily OfficeRegistered Investment Advisor (RIA)Investment Due Diligence

About the role

Key responsibilities & impact

Represent the firm’s house view on the economy, markets, and portfolios in advisor, CPA, client, and prospect conversations, both alongside and independently of the CIO.
Serve as the day-to-day escalation point for advisors on public and private market questions, portfolio concerns, and client-specific challenges to solve issues.
Produce near-final CIO-level economic outlooks, market updates, and investment presentations suitable for external audiences.
Build and continuously improve repeatable processes and technology-enabled workflows that increase the speed, quality, and scalability of investment communication and monitoring.
Translate complex market and portfolio issues into clear, practical talking points and scripts that advisors can use in real client conversations.
Act as a sounding board to the CIO on investment positioning, and portfolio risks, bringing dissenting views when warranted and escalating issues early and clearly.
Conduct private investment due diligence and monitoring, providing updates for the CIO and investment committees.
Maintain institutional-quality investment content and collateral, ensuring consistency, accuracy, and timeliness across advisor-facing materials.

Requirements

What you’ll need

10+ years of active investment experience (institutional asset management, family office, large RIA) with responsibility for market views and portfolio communication.
Deep fluency in macroeconomic analysis, public markets, and portfolio construction, with the ability to translate implications into actionable advisor language.
Exceptional client- and advisor-facing communication skills, including comfort leading unscripted conversations in volatile markets.
Proven ability to produce high-quality written materials and presentations that are decision-ready and external-audience ready.
Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including comfort assessing liquidity terms, incentives, and key risks.
CFA charter holder and/or MBA preferred.
High proficiency with Bloomberg, FactSet, and modern AI productivity tools, with demonstrated ability to increase output quality and speed.

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options